Key Accounts Manager (Financial Services)

Lamudi.co.id | Teman Tepercaya Cari Properti; Makati; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

IDEAL is seeking an Account Manager to independently manage and grow partnerships with home loan banks. You will act as the primary liaison, drive onboarding, coordinate with product/ops/finance/legal/marketing, and identify opportunities to deepen collaboration and increase loan volumes.

You will build strong relationships with decision-makers, monitor pipeline performance, and deliver structured weekly and monthly reports, while ensuring smooth execution of cross-functional initiatives and a

Qualifications

• 3+ years in a B2B sales or partnership role
• Experience with home loan partnerships or banks is preferred
• Strong negotiation, communication, and stakeholder management skills

Responsibilities

• Manage end-to-end relationships with partner banks for IDEAL’s mortgage aggregator operations
• Lead onboarding, requirements gathering, documentation, and operational alignment with banks
• Identify opportunities to grow collaboration, campaigns, and product adoption with bank partners
• Monitor pipelines and improve turnaround times, documentation workflows, and customer experience
• Maintain CRM records (Hubspot) and prepare weekly/monthly performance reports

Skills

B2B sales

Partnership management

Negotiation

Communication

Stakeholder management

Education

Bachelor’s degree in Business, Finance, Marketing, Economics, Real Estate, or a related field

Tools

Hubspot

Job description

The Account Manager for IDEAL will serve as the sole dedicated point person responsible for managing and growing relationships with partner banks in the home loan sector. This role covers all aspects of bank partnership management, including pitching, negotiations, operational coordination, performance monitoring, and identifying opportunities to deepen collaboration.

As the only Account Manager dedicated to bank partnerships, this position is highly critical and high-impact. You will act as the primary liaison between IDEAL and our partner banks, ensuring strong engagement, smooth operational alignment, and sustained growth in loan volume and partnership performance.

Key Responsibilities

• Banking Partnership Management
  • Manage end-to-end relationships with partner banks to support IDEAL’s mortgage aggregator operations
  • Act as the primary liaison for all partner banks, facilitating smooth communication across product, operations, finance, legal, and marketing
  • Build and maintain strong relationships with key decision-makers in home loan, credit, partnerships, and mortgage teams
  • Lead partnership onboarding, requirements gathering, documentation, and operational alignment
• Business Development & Growth
  • Identify opportunities to expand collaboration, increase loan conversions, and deepen product adoption among partner banks
  • Develop joint business plans, pitches, campaigns, and product initiatives tailored to bank partners
  • Coordinate with internal teams to prepare proposals, campaign strategies, and customized platform integrations
  • Analyze partnership and loan pipeline performance, identifying gaps and recommending strategies for improvement
• Operations & Escalation Management
  • Monitor mortgage application pipelines, ensuring movement and timely resolution of issues and escalations
  • Work closely with banks to improve turnaround times, documentation workflows, and customer experience
  • Facilitate cross-functional problem solving across internal teams to resolve partner-specific operational challenges
• CRM & Reporting
  • Maintain accurate records in CRM systems (Hubspot) regarding partner interactions, pipeline updates, and account health metrics
  • Prepare and present structured weekly and monthly reports on:
  • Partnership performance
  • Loan volume and conversion rates
  • Risks, escalations, and mitigation plans
  • Business development progress and opportunities

Minimum Qualifications

• At least 3 years experience in a B2B sales or partnership role
• Experience in home loans at major Philippine banks is preferred, preferably in roles such as: Broker/Developer relationship within home loan teams, etc.
• Proven track record in managing corporate, institutional, or banking relationships with strong negotiation, communication, and stakeholder management skills
• Strong understanding of home loan products, banking workflows, credit evaluation, and mortgage market dynamics in the Philippines
• Bachelor’s degree in Business, Finance, Marketing, Economics, Real Estate, or a related field
• Experience in sales, client retention, upselling, lead pipeline management, or collections is an advantage